See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,971 | $96,484-66.9% | $75,886-57.9% | $152,861-79.1% |
| Participation rate | 78.3% | 76.2%+2.1pp | 69.3%+9.0pp | 82.4%-4.2pp |
| Annual return | 25.52% | 33.98%-8.5pp | 30.76%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,940 | $3,309-11.2% | $2,500+17.6% | $4,762-38.3% |
| Participant deferral / active EE | $3,810 | $4,553-16.3% | $3,603+5.7% | $5,850-34.9% |
| Admin fee / account holder | $1,798 | $8,078-77.7% | $5,418-66.8% | $11,596-84.5% |